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Name Holding Trade Value Shares
Change 		Change in
Stake
FCMC
3051
Founders Capital Management (Connecticut)
Connecticut
$254K – – –
PFA
3052
Petra Financial Advisors
Colorado
$254K +$36.3K +225 +18%
FPIS
3053
Financial Planning & Information Services
Wisconsin
$253K – – –
CIS
3054
Continental Investors Services
Washington
$253K -$248K -1,537 -51%
ITFISA
3055
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$252K +$241K +1,494 New
RW
3056
REDW Wealth
New Mexico
$252K +$1.13K +7 +0.5%
ICM
3057
Intrepid Capital Management
Florida
$252K – – –
HWP
3058
Heritage Wealth Partners
Ohio
$251K -$22.6K -140 -9%
OPWM
3059
Oakwell Private Wealth Management
Texas
$251K -$3.71K -23 -2%
WFS
3060
Walker Financial Services
Kentucky
$251K -$15.7K -97 -6%
HCM
3061
Hilton Capital Management
New York
$250K -$14.4K -89 -6%
SCM
3062
Stonehearth Capital Management
Massachusetts
$250K – – –
FWM
3063
ForthRight Wealth Management
Georgia
$249K +$2.26K +14 +1%
AFA
3064
American Financial Advisors
Georgia
$249K +$1.13K +7 +0.5%
4WM
3065
4J Wealth Management
Virginia
$247K – – –
MTIM
3066
Marathon Trading Investment Management
Pennsylvania
$246K -$451K -2,795 -66%
VF
3067
Vawter Financial
Ohio
$246K -$8.08K -50 -3%
YWS
3068
Yarger Wealth Strategies
Ohio
$246K +$235K +1,457 New
WFA
3069
Wade Financial Advisory
California
$245K – – –
KOC
3070
Koss-Olinger Consulting
Florida
$244K – – –
DIS
3071
Diversified Investment Strategies
Louisiana
$242K – – –
BWM
3072
BCGM Wealth Management
Indiana
$242K – – –
AWA
3073
Authentikos Wealth Advisory
California
$241K -$1.94K -12 -0.8%
PTC
3074
Petrus Trust Company
Texas
$240K +$230K +1,426 New
CWM
3075
Collaborative Wealth Management
Florida
$240K -$18.7K -116 -8%
121 122
123
124 125